Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings2,202 positions
iShares Core S&P 500 ETF | 43,368 | $16.7M | 6.5% | $365.31 | 0.00% | 1 qtr | First report 0 |
Vanguard Intermediate-Term Corporate Bond ETF | 164,132 | $12.7M | 4.9% | $65.67 | 0.00% | 1 qtr | First report 0 |
iShares Trust iShares ESG Aware MSCI USA ETF | 113,035 | $9.6M | 3.7% | $80.93 | 0.00% | 1 qtr | First report 0 |
Chevron Corp | 44,439 | $8M | 3.1% | $153.94 | 0.00% | 1 qtr | First report 0 |
Berkshire Hathaway Inc | 24,171 | $7.5M | 2.9% | $308.90 | 0.00% | 1 qtr | First report 0 |
INVESCO EXCHANGE TRADED FD T | 18,773 | $5.2M | 2.0% | $26.76 | 0.00% | 1 qtr | First report 0 |
iShares MSCI EAFE Value ETF | 112,510 | $5.2M | 2.0% | $39.06 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 95,199 | $4.3M | 1.7% | $38.71 | 0.00% | 1 qtr | First report 0 |
SPDR SER TR | 56,451 | $3.7M | 1.4% | $60.45 | 0.00% | 1 qtr | First report 0 |
SPDR SER TR | 48,741 | $3.6M | 1.4% | $68.33 | 0.00% | 1 qtr | First report 0 |
Apple Inc | 26,401 | $3.4M | 1.3% | $127.65 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 40,837 | $3.4M | 1.3% | $79.08 | 0.00% | 1 qtr | First report 0 |
iShares Core U.S. Aggregate Bond ETF | 30,816 | $3M | 1.2% | $84.45 | 0.00% | 1 qtr | First report 0 |
PROSHARES S&P 500 DIVIDEND A ETF | 30,037 | $2.7M | 1.0% | $41.79 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp | 10,623 | $2.5M | 1.0% | $232.74 | 0.00% | 1 qtr | First report 0 |
iShares Edge MSCI Min Vol Emerging Markets ETF | 47,028 | $2.5M | 1.0% | $48.10 | 0.00% | 1 qtr | First report 0 |
| 32,300 | $2.4M | 0.9% | — | — | 1 qtr | First report 0 | |
AMERICAN CENTY ETF TR | 35,171 | $2.4M | 0.9% | $64.87 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 20,811 | $2.2M | 0.9% | $94.25 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 55,228 | $2.2M | 0.8% | $37.12 | 0.00% | 1 qtr | First report 0 |
Farther Finance Advisors, LLC manages $258.1M across 2202 positions as of Q4 2022. Top holdings: IVV (6.5%), VCIT (4.9%), ESGU (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
First quarter we have for this fund: 2202 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $258M across 2202 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR